VESTO ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	101	$80.0M
Non-Discretionary	0	$0
Total	101	$80.0M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	6	$5.0M
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$2.0M
State or municipal gov entities	0	$0
Other investment advisers	<5	$67,831
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	93	$73.0M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	55
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation	Fixed feesWRAP FEE PROGRAM

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	80.0M

Portfolio Manager to Program	Sponsor
VESTO WRAP FEE PROGRAM	VESTO ADVISORS, LLC

Identifiers

SEC RIA File Number	801-127539
SEC ERA File Number	801-127539
SEC CIK Numbers	None
SEC CRD Numbers	324487
Legal Entity Identifier	None

Principal Office

156 FIFTH AVE
STE 1218
NEW YORK
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic